The Shenandoah Valley and Central Virginia.
90 Emerald Heights Dr
Fishersville, VA 22939
Anytime that suits Client
Reese Smith of Prime Financial Advisors helps retirees and near-retirees manage their wealth and make smart decisions about their money. As a dedicated expert in the field of retirement financial planning, with over thirty years experience, Reese can not only help determine what your goals are but also help you achieve them.
Areas of Focus
- Conservative money management
- Retirement/pre-retirement planning
Interests & Community Participation
- Avid outdoorsman
- Local Hospice volunteer
- Conservative investment advisor, with over thirty years of experience helping individuals protect and maximize their investments.
- Investment Adviser Representative
- BBA from Clarkson University, Potsdam, NY
The content contained herein is for informational purposes only and does not constitute a solicitation or offer to sell securities or investment advisory services. Investments are not FDIC-insured, nor are they deposits of or guaranteed by a bank or any other entity, so they may lose value. Past performance is not a guarantee of future results and clients should not assume that future performance will be comparable to past performance.
Our Form ADV Part 2A firm disclosure document is available for review. View Form ADV Part 2A, call or email to request a copy. This document contains detailed information about Royal Fund Management, LLC and the services provided.
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